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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $49.0B AUM 3,370 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 324 New 1502 Added 891 Reduced 132 Exited
Page 137 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 PBT PERMIAN BASIN RTY TR Energy 142.0 $2K $16.98 +71.9%
2722 UGP ULTRAPAR PARTICIPACOES SA Energy 639.0 $2K -299.0 -31.9% $3.77 +44.0%
2723 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 61.0 $2K -923.0 -93.8% $39.39 -14.6%
2724 DEW WISDOMTREE TR 39.0 $2K NEW $61.59 +12.2%
2725 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 200.0 $2K NEW $11.95 +7.3%
2726 QFIN QFIN HOLDINGS INC Financial Services 124.0 $2K $19.27 -17.0%
2727 BL BLACKLINE INC Technology 43.0 $2K +39.0 +975.0% $55.28 -50.6%
2728 GIII G III APPAREL GROUP LTD Consumer Cyclical 82.0 $2K +20.0 +32.3% $28.96 +11.9%
2729 HSCZ ISHARES TR 61.0 $2K $38.92 +11.3%
2730 PAA PLAINS ALL AMERN PIPELINE L Energy 132.0 $2K NEW $17.96 +28.7%
2731 DBND DOUBLELINE ETF TRUST 51.0 $2K $46.37 -1.8%
2732 CVBF CVB FINL CORP Financial Services 127.0 $2K $18.60 +10.7%
2733 GLOB GLOBANT S A Technology 36.0 $2K +22.0 +157.1% $65.36 -40.5%
2734 BRC BRADY CORP Industrials 30.0 $2K NEW $78.37 +11.1%
2735 PMAY INNOVATOR ETFS TRUST 59.0 $2K $39.59 +4.1%
2736 BSAC BANCO SANTANDER CHILE NEW Financial Services 75.0 $2K $31.11 +3.4%
2737 FEUZ FIRST TR EXCH TRD ALPHDX FD 38.0 $2K NEW $61.39 +11.7%
2738 JETS ETF SER SOLUTIONS 83.0 $2K $28.07 +3.4%
2739 TMDX TRANSMEDICS GROUP INC Healthcare 19.0 $2K +6.0 +46.1% $121.63 -43.7%
2740 POTLATCHDELTIC CORPORATION 58.0 $2K +47.0 +427.3% $39.78
Page 137 of 169  ·  3,370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Communication Services 15.5%
Financial Services 15.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 5.6%
Utilities 3.6%
Basic Materials 3.0%
Energy 1.8%